Anic Equity¶
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Total return since start: 0.6 %¶
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Equity now: -----------------------------> 48863.78 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42180.18 Kr¶
PnL: ---------------------------------------> -253.1 Kr¶
DD now: ---------------------------------> -8.013 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 14:28:25.783904'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.350000 | 1660.860000 | 193.320000 | 13.170000 | 1467.540000 |
| Hoist Finance | 35 | 2.150000 | 999.250000 | 21.000000 | 2.150000 | 978.250000 |
| Orrön Energy | 180 | 0.570000 | 2052.000000 | 14.400000 | 0.710000 | 2037.600000 |
| HEXPOL B | 9 | 0.260000 | 1031.400000 | 13.500000 | 1.330000 | 1017.900000 |
| BioGaia B | 8 | 1.210000 | 939.200000 | 11.200000 | 1.210000 | 928.000000 |
| JM | 6 | 1.250000 | 873.000000 | 10.800000 | 1.250000 | 862.200000 |
| Catena | 2 | 1.270000 | 799.600000 | 10.000000 | 1.270000 | 789.600000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Atrium Ljungberg B | 5 | 0.800000 | 940.500000 | 7.500000 | 0.800000 | 933.000000 |
| Platzer Fastigheter Holding B | 12 | 0.750000 | 966.000000 | 7.200000 | 0.750000 | 958.800000 |
| Sagax B | 4 | 0.700000 | 858.000000 | 6.000000 | 0.700000 | 852.000000 |
| ASSA ABLOY B | 3 | 0.350000 | 779.700000 | 2.700000 | 0.350000 | 777.000000 |
| Bilia A | 8 | 0.000000 | 899.200000 | 1.600000 | 0.180000 | 897.600000 |
| Biotage | 7 | -0.150000 | 938.000000 | -1.400000 | -0.150000 | 939.400000 |
| Hexatronic Group | 12 | -0.150000 | 963.120000 | -1.440000 | -0.150000 | 964.560000 |
| AcadeMedia | 8 | -0.770000 | 399.680000 | -1.520000 | -0.380000 | 401.200000 |
| Clas Ohlson B | 12 | -0.190000 | 969.000000 | -1.800000 | -0.190000 | 970.800000 |
| SKF B | 5 | -0.510000 | 933.250000 | -4.750000 | -0.510000 | 938.000000 |
| Creaspac SPAC | 39 | -0.320000 | 3701.100000 | -7.800000 | -0.210000 | 3708.900000 |
| EQT | 4 | -0.960000 | 821.600000 | -8.000000 | -0.960000 | 829.600000 |
| OX2 | 13 | -0.890000 | 939.250000 | -8.450000 | -0.890000 | 947.700000 |
| Gränges | 9 | -1.070000 | 916.200000 | -9.900000 | -1.070000 | 926.100000 |
| Byggmax Group | 33 | -1.110000 | 943.800000 | -10.560000 | -1.110000 | 954.360000 |
| Addnode Group B | 11 | -1.680000 | 903.100000 | -15.400000 | -1.680000 | 918.500000 |
| Nordic Waterproofing Holding | 7 | -1.740000 | 947.800000 | -16.800000 | -1.740000 | 964.600000 |
| Alimak Group | 11 | -2.490000 | 903.100000 | -23.100000 | -2.490000 | 926.200000 |
| Latour B | 4 | -4.070000 | 820.400000 | -34.800000 | -4.070000 | 855.200000 |
| VEF | 909 | -2.360000 | 1808.910000 | -36.360000 | -1.970000 | 1845.270000 |
| Indutrade | 5 | -3.460000 | 1172.500000 | -42.000000 | -3.460000 | 1214.500000 |
| Vitec Software Group B | 2 | -4.240000 | 1038.000000 | -46.000000 | -4.240000 | 1084.000000 |
| Bufab | 3 | -4.280000 | 1059.000000 | -47.400000 | -4.280000 | 1106.400000 |
| Hexagon B | 26 | -1.660000 | 3394.300000 | -57.200000 | -1.660000 | 3451.500000 |
| INVISIO | 16 | -1.960000 | 3608.000000 | -72.000000 | -1.960000 | 3680.000000 |
| BHG Group | 97 | -7.530000 | 1346.360000 | -108.640000 | -7.470000 | 1455.000000 |
| TOTAL | 42185.180000 | -248.100000 | -8.00366% | 42433.280000 |
Updated:¶
'2023-07-03 14:27:14.266752'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
